Wall Street’s smart money is starting to take out some short positions on the AI trade, albeit mostly around the industry’s fringes.
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The system Nvidia wants to patent would spread out and balancing GPUs’ capacity to help avoid problems as demand ramps up in AI data centers.
Qualcomm, known for smartphone semiconductors, announced a pair of AI accelerator chips set to hit the market in 2026 and 2027.
Bloom Energy teams with Brookfield Asset Management to help cover a 75-gigawatt shortfall in US electrical power due to the AI boom.